TSWM

Tyler-Stone Wealth Management Portfolio holdings

AUM $621M
1-Year Est. Return 25.44%
This Quarter Est. Return
1 Year Est. Return
+25.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.28M
3
+$737K
4
BSJP icon
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
+$704K
5
BSJQ icon
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
+$616K

Top Sells

1
+$798K
2
+$675K
3
+$262K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$198K
5
D icon
Dominion Energy
D
+$177K

Sector Composition

1 Technology 16.63%
2 Financials 9.62%
3 Industrials 5.1%
4 Communication Services 4.29%
5 Consumer Discretionary 4.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$75.8K 0.04%
3,044
302
$75.5K 0.04%
2,662
303
$74.6K 0.04%
475
+3
304
$74.3K 0.04%
1,080
+680
305
$73.6K 0.04%
766
-75
306
$73.4K 0.04%
516
+15
307
$73.2K 0.04%
794
+15
308
$72.9K 0.04%
662
309
$72.8K 0.04%
269
310
$72.4K 0.04%
2,616
311
$70.9K 0.04%
1,011
-100
312
$70.7K 0.04%
682
+131
313
$69.2K 0.03%
387
314
$68.6K 0.03%
600
315
$67.6K 0.03%
1,516
+12
316
$67.6K 0.03%
873
317
$67.5K 0.03%
6,232
+1,400
318
$66.6K 0.03%
290
-5
319
$66.5K 0.03%
411
+1
320
$66.4K 0.03%
571
+50
321
$66.4K 0.03%
833
-13
322
$66.2K 0.03%
1,100
323
$65.6K 0.03%
808
324
$65.2K 0.03%
657
-21
325
$64.9K 0.03%
812
11 12
13
14 15